Serves as point of contact for High Net Worth clients in the movement or consolidation of assets.

About this job:

Are you a FINRA Series 7 and 63 licensed professional with a passion for building meaningful client relationships? Join our team as a High Net Worth Client Case Representative for our Personal Investor clients at Vanguard. At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” In this role, you'll be the trusted professional clients turn to during their most sensitive and impactful moments, from joining Vanguard to inheriting assets. Your support will take the complexity off their plate and instill trust as they navigate their investing journey.

Relationship Building: Grow and nurture meaningful relationships with clients, becoming their trusted advisor during pivotal moments.

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